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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $142,972-37.3% | $214,702-58.3% | $86,983+3.0% |
| Participation rate | 97.8% | 84.9%+12.9pp | 87.5%+10.3pp | 69.5%+28.2pp |
| Annual return | 23.47% | 18.49%+5.0pp | 54.55%-31.1pp | 25.83%-2.4pp |
| Employer contribution / active EE | $8,737 | $4,635+88.5% | $6,461+35.2% | $2,584+238.1% |
| Participant deferral / active EE | $15,924 | $6,568+142.4% | $9,147+74.1% | $4,194+279.7% |
| Admin fee / account holder | $7,188 | $17,617-59.2% | $19,830-63.8% | $7,856-8.5% |